Investment advisers
45,249 firms from SEC Form ADV filings
Profiles and source records remain public on every plan.
| # | Firm | Location | Category | AUM | Clients | Accounts | Staff | As of | Save |
|---|---|---|---|---|---|---|---|---|---|
| 27251 | Wealth Planning Advisors Llc CRD 289234 | Wealth Manager · Boutique (under $100M) | $4.1M | 16 | 16 | 1 | 03/08/2026 | ☆ | |
| 27252 | William D Hughes CRD 284272 | Wealth Manager · Boutique (under $100M) | $4.1M | 12 | 20 | 1 | 08/03/2026 | ☆ | |
| 27253 | Centennial Wealth Management Inc. CRD 159381 | Wealth Manager · Boutique (under $100M) | $4.1M | 22 | 22 | 2 | 09/12/2026 | ☆ | |
| 27254 | Section Integrity, Llc CRD 310939 | Wealth Manager · Boutique (under $100M) | $4.1M | 14 | 22 | 1 | 01/02/2026 | ☆ | |
| 27255 | Blackwood Investment Group, Llc CRD 139859 | Wealth Manager · Boutique (under $100M) | $4.1M | 28 | 24 | 1 | 03/16/2026 | ☆ | |
| 27256 | Westchester Wealth Advisors, Llc CRD 145114 | Rye Brook, NY | Insurance-Affiliated · Boutique (under $100M) | $4.1M | 17 | 34 | 1 | 11/15/2023 | ☆ |
| 27257 | Up Financial Usa Inc. CRD 326602 | Calgary, Alberta | Wealth Manager · Boutique (under $100M) | $4.1M | 0 | 14 | 5 | 05/29/2026 | ☆ |
| 27258 | Castle Capital Management Llc CRD 343211 | Irvine, CA | Wealth Manager · Boutique (under $100M) | $4.1M | 5 | 5 | 2 | 09/22/2026 | ☆ |
| 27259 | Dma Management, Llc CRD 330020 | Wealth Manager · Boutique (under $100M) | $4.1M | 6 | 6 | 1 | 03/20/2026 | ☆ | |
| 27260 | Life Planning Agency, Inc CRD 119967 | Wealth Manager · Boutique (under $100M) | $4.1M | 20 | 20 | 1 | 02/25/2026 | ☆ | |
| 27261 | Antoine Wealth Management, Llc CRD 318408 | Wealth Manager · Boutique (under $100M) | $4.1M | 9 | 15 | 1 | 03/16/2026 | ☆ | |
| 27262 | Selective Capital Srl CRD 164589 | Bucharest | Wealth Manager · Boutique (under $100M) | $4.1M | 33 | 33 | 1 | 03/31/2026 | ☆ |
| 27263 | Pathefinder, Nandi, Dean CRD 165340 | Insurance-Affiliated · Boutique (under $100M) | $4.1M | 17 | 17 | 1 | 03/27/2026 | ☆ | |
| 27264 | N CRD 342684 | Wealth Manager · Boutique (under $100M) | $4.1M | 42 | 42 | 14 | 09/30/2026 | ☆ | |
| 27265 | Mcvay, Andrew Phillip CRD 147097 | Laguna Hills, CA | Wealth Manager · Boutique (under $100M) | $4.1M | 3 | 3 | 1 | 03/07/2026 | ☆ |
| 27266 | Wealth Pinnacle, Inc. CRD 144219 | Wealth Manager · Boutique (under $100M) | $4.1M | 5 | 12 | 1 | 03/25/2026 | ☆ | |
| 27267 | Legacy Trust Advisors Llc CRD 281257 | Investment Adviser · Boutique (under $100M) | $4.1M | 9 | 9 | 1 | 02/26/2021 | ☆ | |
| 27268 | Calvie Financial Llc CRD 335279 | Wealth Manager · Boutique (under $100M) | $4.1M | 6 | 1 | 03/17/2026 | ☆ | ||
| 27269 | Joseph Wright, Pc CRD 166764 | Tucson, AZ | Wealth Manager · Boutique (under $100M) | $4.1M | 52 | 57 | 1 | 03/17/2026 | ☆ |
| 27270 | Kuber Capital Management, Llc CRD 289514 | Wealth Manager · Boutique (under $100M) | $4.1M | 6 | 13 | 1 | 06/08/2026 | ☆ | |
| 27271 | Relic Wealth Management Llc CRD 325946 | Wealth Manager · Boutique (under $100M) | $4.1M | 70 | 70 | 1 | 09/18/2026 | ☆ | |
| 27272 | Wakil Wealth Advisory Llc CRD 330852 | Wealth Manager · Boutique (under $100M) | $4.1M | 33 | 57 | 1 | 01/30/2026 | ☆ | |
| 27273 | Wealth Management Advisors, Llc CRD 289010 | Gilbert, AZ | Wealth Manager · Boutique (under $100M) | $4.1M | 73 | 73 | 1 | 02/23/2026 | ☆ |
| 27274 | Get Moving Inc CRD 329172 | San Francisco, CA | Wealth Manager · Boutique (under $100M) | $4.1M | 1,898 | 1,898 | 4 | 08/17/2026 | ☆ |
| 27275 | Berone Capital Llc CRD 316412 | Wealth Manager · Boutique (under $100M) | $4.1M | 5 | 7 | 2 | 06/09/2023 | ☆ | |
| 27276 | Southbound Wealth Llc CRD 331701 | Wealth Manager · Boutique (under $100M) | $4.1M | 10 | 37 | 1 | 07/08/2026 | ☆ | |
| 27277 | Mjs Investment Partners Llc CRD 329443 | Wealth Manager · Boutique (under $100M) | $4.1M | 5 | 1 | 03/05/2026 | ☆ | ||
| 27278 | Realize Enterprises, Llc CRD 159324 | Temecula, CA | Insurance-Affiliated · Boutique (under $100M) | $4.1M | 9 | 12 | 1 | 06/09/2026 | ☆ |
| 27279 | Apis Financial Group, Llc CRD 312493 | Wealth Manager · Boutique (under $100M) | $4.1M | 8 | 26 | 1 | 04/02/2024 | ☆ | |
| 27280 | Point4 Ward Financial Planning, Llc CRD 312375 | Wealth Manager · Boutique (under $100M) | $4.1M | 9 | 12 | 1 | 03/10/2026 | ☆ | |
| 27281 | Esk Capital Management Inc. CRD 151946 | Wealth Manager · Boutique (under $100M) | $4.1M | 7 | 11 | 1 | 01/30/2026 | ☆ | |
| 27282 | Pinecrest Advisors, Llc CRD 329783 | Wealth Manager · Boutique (under $100M) | $4.1M | 10 | 15 | 1 | 02/28/2026 | ☆ | |
| 27283 | Navigator Financial Llc CRD 335223 | Farmington, CT | Wealth Manager · Boutique (under $100M) | $4.1M | 6 | 23 | 1 | 02/17/2026 | ☆ |
| 27284 | Ventus Wealth Management Llc CRD 312277 | Wealth Manager · Boutique (under $100M) | $4.1M | 5 | 16 | 1 | 06/25/2026 | ☆ | |
| 27285 | Donnelly Investments Corporation CRD 282822 | Wealth Manager · Boutique (under $100M) | $4.1M | 9 | 9 | 1 | 03/30/2026 | ☆ | |
| 27286 | Lutkus, Douglas John CRD 152495 | Wealth Manager · Boutique (under $100M) | $4.1M | 9 | 12 | 1 | 01/23/2026 | ☆ | |
| 27287 | Cruz Wealth Management, Llc CRD 293988 | Wealth Manager · Boutique (under $100M) | $4.1M | 14 | 14 | 1 | 03/30/2026 | ☆ | |
| 27288 | Banner Pine Advisors Llc CRD 170511 | Wealth Manager · Boutique (under $100M) | $4.1M | 13 | 1 | 03/31/2026 | ☆ | ||
| 27289 | Ascent Capital Management, Inc. CRD 320877 | Newton, NJ | Wealth Manager · Boutique (under $100M) | $4.1M | 9 | 13 | 2 | 03/30/2026 | ☆ |
| 27290 | Thrifty Scotty Financial, Llc CRD 292418 | Wealth Manager · Boutique (under $100M) | $4.1M | 7 | 11 | 1 | 03/09/2026 | ☆ | |
| 27291 | Integrated Financial Planning Services CRD 17935 | Heidelberg | Broker-Dealer (Dually Registered) · Boutique (under $100M) | $4.1M | 27 | 43 | 21 | 05/05/2026 | ☆ |
| 27292 | Daley Capital, Inc CRD 146441 | Insurance-Affiliated · Boutique (under $100M) | $4.1M | 10 | 17 | 1 | 12/22/2025 | ☆ | |
| 27293 | Laurentine Investments Llc CRD 326796 | Wealth Manager · Boutique (under $100M) | $4.1M | 4 | 4 | 1 | 08/04/2026 | ☆ | |
| 27294 | The Dedicated Dollar, Llc CRD 317383 | Wealth Manager · Boutique (under $100M) | $4.1M | 14 | 72 | 1 | 03/06/2026 | ☆ | |
| 27295 | Provisor Asset Management Llc CRD 313434 | Wealth Manager · Boutique (under $100M) | $4.0M | 26 | 44 | 1 | 09/03/2026 | ☆ | |
| 27296 | Financial Trex, Llc CRD 283951 | Wealth Manager · Boutique (under $100M) | $4.0M | 8 | 1 | 02/28/2026 | ☆ | ||
| 27297 | Tara Financial Group, Inc. CRD 125149 | Jonesboro, GA | Insurance-Affiliated · Boutique (under $100M) | $4.0M | 6 | 3 | 03/05/2026 | ☆ | |
| 27298 | Mc Investments & Advisory Llc CRD 333853 | Burlingame, CA | Wealth Manager · Boutique (under $100M) | $4.0M | 1 | 1 | 1 | 01/28/2026 | ☆ |
| 27299 | Integrity Financial Planning, Llc CRD 310974 | Wealth Manager · Boutique (under $100M) | $4.0M | 11 | 10 | 3 | 03/18/2026 | ☆ | |
| 27300 | Oldenburg Investment Professionals Llc CRD 168943 | St Thomas, VI | Wealth Manager · Boutique (under $100M) | $4.0M | 19 | 40 | 2 | 09/01/2026 | ☆ |